Metro-West
Delivery from WinTOTAL

TOTAL Connect Pro contract required
MISMO XML delivery from other formfillers not supported
Orders not available through XSite or Mercury Network

If you haven't installed TOTAL Connect, click here for instructions. Otherwise, to deliver
your report to Metro-West from TOTAL Connect:

Click Deliver to Client on the upper left, hover over
Deliver with TOTAL Connect, and select
Metro‑West from the drop‑down menu.

The WinTOTAL Print Engine appears, allowing you to select
the forms in your report you want to include in the final document.
Select the forms you want by double-clicking them, set any other options
necessary, and click OK.

Enter your a la mode login information, check the boxes to
Remember my password and Sign me in
automatically to avoid re-entering your username and password each
time you deliver, and click OK (if prompted).

In the Find order screen, select your Metro‑West order
from the list, then click Next.

The next step in the delivery wizard asks you to select the pages you want
to deliver. Select or deselect the necessary forms and click
Next to proceed.

If a necessary form in your report is listed here as being Not Supported, cancel the
delivery wizard and return to your report to add the appropriate form from
the AI Ready Forms and addenda folder in your contents window. Then,
begin the delivery process again. Click here to view the
full list of AI Ready forms and addenda

If your signature cannot be converted, you are prompted to manually attach
a copy. Click Browse to locate and attach a copy of
your signature file, check the box to reuse the signature in the future
(depending on your preferences), then click Next.

Now, an E&O review is run on your report using Metro-West's review
rules. If an error is found in your report, click the panel underneath
the image below for further instructions. If no errors are found or no
changes are needed, click Next to continue.

Click here if errors are found in your report

If an error is found in your report, you these are your options:

Click View PDF to review a PDF copy of your report and
check for inconsistencies.

Click UARR Review to launch a separate window and view
the list of errors and warnings alongside your report.

Click Print to print a copy of the errors and warnings
that can be easily referenced when making corrections in your report.

If you receive an error, but have reviewed your report and determined
that the information is correct, click the comments icon to enter a custom
comment that is sent to your client explaining any potential issues or
provide an explanation that is sent when delivering or submitting a review
report.

Any critical errors must be corrected prior to delivery. If a
critical error is found, but not corrected, and you click next to proceed, you
are presented with 3 options:

Cancel this wizard and make changes - Allows you to
cancel the delivery wizard and make the necessary changes to your report.

Send a review report - Allows you to submit your report
for review along with any comments you have entered to explain why the
information in your report is correct. This is the option to use if
you need to obtain an override code in order to deliver your report.

Enter Review Override Code - Select this option if you
have already submitted your report for review and you have received an
override code. Enter the override code in the provided field, and
click Send to continue with the delivery wizard.

When you reach the Final Conversion Notes screen, review the details about
what to expect after you click Send. The rest of the
delivery process is handled by software developed by FNC called the
OADI Viewer, so this step is simply informational. When
you finish reviewing the information, click OADI Viewer.

After clicking OADI Viewer, the OADI Viewer opens.
Review your report in the OADI Viewer, and if everything is accurate, simply
close the OADI Viewer and proceed to the next step.